Welcome to Finance iQ
At Finance iQ we provide:
- Financial Planning and Investment Advice
- Superannuation, Retirement and Estate Planning
- Financial Risk Protection
- Taxation and Accounting Services
- Residential and Commercial Loans
- General Insurance
- Education and Consulting Services
Call now for your complimentary first appointment!
Office location:
Suite 2, 4 Murray Street, GAWLER, SA 5118
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Phone: |
1300 887 544 |
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Fax: |
1300 887 644 |
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Email: |
This email address is being protected from spambots. You need JavaScript enabled to view it. |
Useful Links
Below are some links to useful websites which provide financial information.
History of Money:
Wikipedia overview of the history of money
Nova beta - US TV science series
Thinkquest student projects on the history of money – also see Glyn Davies’ link at bottom of page
Glyn Davies’ history of money site, from ancient times to present day
Investopedia site on the root of money
XAT3 website, includes motivations of money lenders
Article: 'A Brief History of Money or, how we learned to stop worrying and embrace the abstraction'
ABC video on the global financial crisis
Mathematical explanation of limits to growth
History of Banking:
Wikipedia site on the history of banking
Wikipedia, history of Australian banks
Australian Bankers Association
Explanation of how much money is actually held by banks
Money as a Debt Instrument:
Money as Debt (includes further links to history of money, banking etc)
Money as Debt - Full Length Documentary
Modern Monetary Systems Explained
Australian Zeitgeist Movement – an explanation of the monetary system
For Schools:
National financial literacy strategy
Westpac Bank – Davidson Institute/
For Children & Youth
Enjoy these interactive guides, and understand how to look after your money!
- Super Saver: 0 - 6 year of age
- Kids and cash: 7 - 9 years of age
- Just to be you: 10 - 12 years of age
- Be cool with money: 13 - 15 years of age
- Education to Work: 16 - 25 years of age
NRICH maths site, University of Cambridge
US government site for kids – facts, activity sheets, games, videos
Australian site: teaching kids about money
US site: Saving Money Tips for Teens – offering a variety of resources and links
US site: Financial Literacy For Kids and Teens!
For Adults
Improve your personal finances with these educational books:
Dollars & Cents: A Practical Guide to Budgeting & Saving
Wheels: A Practical Guide to Buying a Car
Credit Wise: A Practical Guide to Getting & Managing Credit
Golden Egg: A Practical Guide to Wealth Creation
Bricks & Mortar: A Practical Guide to Buying Property
Lock & Key: A Practical Guide to Protecting Yourself & Your Assets
For Women:
Australian Government – financial literacy for women
Women’s Institute of Financial Education – WIFE
Economic Security for Women – report
Financial Literacy among Marginalised Women – Australian Government report
For Retirees:
Income sources in retirement - MoneySmart
National Information Centre on Retirement Investments
Seniors and retirees essentials
Seniors.gov.au - The online source for all Australians over 50
Australian Government Aged Care Site
Residential Care - Fees and Charges
Aged Care and Retirement Housing
For Property Investment:
Australian Property Investor magazine
Australian Taxation Office:
- Investing in Australian Property
- Tax smart investing: what Australian property investors need to know
For Share Market Information:
Australian Securities Exchange
Financial Counselling:
Moneysmart page on Financial Counselling
Australian Government site on payments and benefits which may be available
Australian Government site on financial hardship assistance
Debt Management:
Moneysmart site on Debt Management
Australian Government site on benefits and payments available
Australian Government site on law and justice
America’s Debt Help Organization
THE FUTURE – Important considerations in creating lasting flourishing communities:
Education and Consulting Services
FinanceiQ provides education and consulting services which include:
- Financial literacy education programs and publications for schools
- Financial education programs, seminars, workshops and teaching materials for teachers
- Seminars on wealth creation strategies
- Business consulting
- Advice on debt management
- Advice on insurance claims management
Next seminar information to be advised soon.
Resources
Financial Education Game
Now you can teach kids and teens about money using a fun, effective financial education game.
"The Money Game" is a physical, interactive financial education game for anyone wanting to teach basic personal management and wealth creation principles.
Go to "The Money Game"
General Insurance
FinanceiQ can provides its clients with financial protection for all general insurance areas in association with Gawler, Barossa and Clare Valley Insurance Services, including:
- Car insurance
- Home and contents insurance
- Boat cover
- Business cover – property, liability, business interruption, theft, glass, vehicle, business indemnity, public liability
- Landlord insurance – building and content, rent default, malicious damage, theft, liability
- Commercial fleet cover
- Farm cover – home and contents, farm and property, vehicle, farm liability